Money | The Goldstein Group

One of the keys to a sound financial strategy is spending less than you take in, and then finding a way to put your excess to work. A money management approach involves creating budgets to understand and make decisions about where your money is going. It also involves knowing where you may be able to put your excess cash to work.

Once Upon a Goal

Do you know how to set up your financial goals for success? This knight does.

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The Latte Lie and Other Myths

Check out this video to begin separating fact from fiction.

How to Cover the Cost of Your Wedding

The average American wedding costs roughly $30,000 these days. Here are some practical tips to help spend less and save more.

Keeping Up with the Joneses

Lifestyle inflation can be the enemy of wealth building. What could happen if you invested instead of buying more stuff?

Making a Charitable Contribution

There are benefits and limitations when you decide to donate stock.

Buying vs. Leasing a Car

Whatever your relationship with your car, it may eventually come time for a new one. Familiarize yourself with your options.

U.S. Personal Savings Rate

What can be learned from the savings rate?

Buying or Selling a House in a Seller's Market

With house prices soaring, these tips can help you get the home you want without sacrificing your future.

The Benefits of Consolidating Accounts

More than creating convenience, consolidating accounts can help you mitigate taxes, better manage your cash flow and more.

Cyber Self-Defense: How To Avoid These Common Scams

We’re all spending more time online nowadays - but so are cyber criminals. Learn to protect yourself from some common scams.

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The Power of Compound Interest

Learn how to harness the power of compound interest for your investments.

Once Upon a Goal

Do you know how to set up your financial goals for success? This knight does.

Saving for College 101

Here's a crash course on saving for college.

The Latte Lie and Other Myths

Check out this video to begin separating fact from fiction.

Keeping Up with the Joneses

Lifestyle inflation can be the enemy of wealth building. What could happen if you invested instead of buying more stuff?

The Cost of Procrastination

Procrastination can be costly. When you get a late start, it may be difficult to make up for lost time.

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Articles

Five Do's and Don'ts of Medical Debt

1 in 5 Americans say they struggle to keep up with their medical expenses – luckily, there may be more options than it seems.

The History of Currency

Currency has been around for a long time. Here's a quick history lesson.

Financially Savvy at Six Figures

Help your clients with these practical steps to make the most of their six-figure income.

A Big Decision for Small Businesses

It’s critical you identify the right retirement plan for your business.

Managing Money as a Couple

Keys to preparing to grow wealthy together.

5 Ways To Sell or Transfer Your Business

Why succession plans are key for preparing to sell or transfer ownership of your business – and five ways you can do so.

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Videos

The Cost of Procrastination

Procrastination can be costly. When you get a late start, it may be difficult to make up for lost time.

Once Upon a Goal

Do you know how to set up your financial goals for success? This knight does.

The Power of Compound Interest

Learn how to harness the power of compound interest for your investments.

Surprise! You’ve Got Money!

Here’s a quick guide to checking to see if you have unclaimed money.

Keeping Up with the Joneses

Lifestyle inflation can be the enemy of wealth building. What could happen if you invested instead of buying more stuff?

The Latte Lie and Other Myths

Check out this video to begin separating fact from fiction.

View all videos